IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.73M
3
+$2.07M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.76M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.66M

Top Sells

1
+$1.1M
2
+$1M
3
+$699K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$476K
5
AZO icon
AutoZone
AZO
+$376K

Sector Composition

1 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$19 0.01%
+390
802
$19 0.01%
+681
803
$19 0.01%
17,607
+100
804
$18 0.01%
1,865
-1
805
$18 0.01%
513
-207
806
$18 0.01%
669
+1
807
$18 0.01%
21,665
+5,780
808
$18 0.01%
2,308
+1,014
809
$18 0.01%
3,050
+1,363
810
$18 0.01%
7,737
+5,143
811
$18 0.01%
1,249
+25
812
$18 0.01%
615
-88
813
$18 0.01%
66
814
$18 0.01%
91
815
$18 0.01%
13,839
+2,046
816
$18 0.01%
+1,827
817
$18 0.01%
13,066
+11,166
818
$17 0.01%
350
819
$17 0.01%
19
-577
820
$17 0.01%
2,353
+1,085
821
$17 0.01%
11,424
+643
822
$17 0.01%
1,426
823
$17 0.01%
90
824
$17 0.01%
3,330
825
$17 0.01%
12
31 32
33
34 35